General Investing >> Money Manager Interviews >> January 5, 2009

LONG/SHORT HEDGE STRATEGY FOR SMALL CAP STOCKS – JAMES A. BITZER – FALCON POINT CAPITAL, LLC

James A. Bitzer, CFA, Senior Managing Director and Portfolio Manager, joined Falcon Point Capital, LLC, in April 1998. Prior to that, he worked with Prudential Investments, where he was Managing Director and Senior Portfolio Manager of the US Small Cap team. In 1996, he spent a year in London managing Prudential's European small cap operations. Prior to his tenure as Managing Director, he served as Vice President, Corporate Finance of the Prudential Capital Group from 1987 to 1994, where he originated and managed a portfolio of over $2 billion of debt, mezzanine and equity securities. Before his money management career, he also worked as a financial analyst for Raytheon from 1984 to 1985 while completing his degree. He earned a BA degree, magna cum laude, in Business Economics from the University of California, Santa Barbara in June 1985 and an MBA degree with honors in Finance from the University of Michigan Business School in 1987. Profile
TWST: Would you start with a brief introduction of yourself and an overview of

Falcon Point and your investment philosophy there?

Mr. Bitzer: I am a Senior Managing Director for Falcon Point